Portfolio Analyst

2 weeks ago


Cedar Rapids, Iowa, United States Aegon Asset Management Full time
Job Title: Portfolio Analyst

Aegon Asset Management is seeking a highly detail-oriented and analytical Portfolio Analyst to provide support to our team of portfolio managers. As a Portfolio Analyst, you will be responsible for collecting, producing, and organizing quantitative information necessary for portfolio decision-making using various software tools.

Key Responsibilities:
  • Collect and analyze data from various sources, including Blackrock's Aladdin system, Bloomberg, Excel, and Business Objects.
  • Assist portfolio managers in modeling and analysis of historical, current, and potential asset-liability risks.
  • Conduct projects such as liability benchmark construction, performance attribution, and stress-testing of portfolios.
  • Develop and maintain financial models and reports to support portfolio management decisions.
Requirements:
  • Bachelor's degree in finance, economics, mathematics, actuarial science, or computer science.
  • Strong analytical and problem-solving skills.
  • Proficient in Excel and other financial software tools.
  • Excellent communication and teamwork skills.
Preferred Qualifications:
  • Up to two years of investment experience.
  • Skills or experience in mathematical modeling or financial analysis.
  • Knowledge of bond analytics.
  • Working towards CFA designation.

Aegon Asset Management is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive rewards program, including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities.


  • Portfolio Analyst

    2 weeks ago


    Cedar Rapids, Iowa, United States Aegon Asset Management Full time

    Job Title: Portfolio AnalystAegon Asset Management is seeking a highly detail-oriented and analytical individual to join our team as a Portfolio Analyst. In this role, you will provide analytical support to our portfolio managers, assisting with the collection, production, and organization of quantitative information necessary for portfolio...


  • Cedar Rapids, Iowa, United States Aegon Asset Management Full time

    Job DescriptionAegon Asset Management is seeking a highly motivated and detail-oriented Portfolio Management Intern to support the Portfolio Analytics Group in providing analytical, organizational, and reporting support to the team of portfolio managers and strategists that manage Transamerica's fixed income portfolios.Responsibilities:Assist in supporting...


  • Cedar Rapids, Iowa, United States Aegon Asset Management Full time

    Job Title: Senior Tactical Portfolio ManagerJob Summary:We are seeking a highly skilled Senior Tactical Portfolio Manager to join our team at Aegon Asset Management. As a key member of our Portfolio Management Group, you will be responsible for constructing asset portfolios with attractive risk/reward characteristics versus liabilities and improving the...

  • Credit Analyst

    4 weeks ago


    Cedar Rapids, Iowa, United States Skywalk Group Full time

    About the Role:Credit Analysts play a crucial role in the financial industry, and we are seeking a skilled professional to join our team at Skywalk Group. As a Credit Analyst, you will be responsible for assisting the Portfolio Managers and Loan Officers in the management of the Bank's Specialty Finance Group loan portfolio, including underwriting, internal...

  • Financial Analyst

    3 weeks ago


    Cedar Rapids, Iowa, United States Skywalk Group Full time

    About the RoleCedar Rapids Bank and Trust is seeking a skilled Credit Analyst to join their dynamic team in Cedar Rapids, IA. As a key member of the Specialty Finance Group, you will play a crucial role in the management of the Bank's loan portfolio.Key ResponsibilitiesMaintain accurate and up-to-date credit files and exception trackingPerform in-depth...


  • Cedar Rapids, Iowa, United States Aegon Asset Management Full time

    Job DescriptionAegon Asset Management is seeking a highly skilled Asset Management Director to join our team. As a key member of our organization, you will be responsible for managing real estate asset investments through Section 42 (LIHTC) and other tax credit programs to optimize asset values and returns according to client objectives.Key...

  • Portfolio Analyst

    2 weeks ago


    Cedar Rapids, United States Aegon Asset Management Full time

    Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four...

  • Portfolio Analyst

    2 months ago


    Cedar Rapids, United States Aegon Asset Management Full time

    Job Description SummaryCompany Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four...

  • Portfolio Analyst

    2 weeks ago


    Cedar Rapids, United States Aegon Asset Management Full time

    Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four...


  • Cedar Rapids, United States Aegon Asset Management Full time

    Job Description Summary PLEASE NOTE: Two Portfolio Analyst Internships are available, with their durations as follows: January 2025 to December 2025 May 2025 to May 2026 The hourly commitment during the school year is approximately fifteen (15) hours per week, and approximately thirty to forty (30 - 40) hours per week during the summer and winter breaks. ...


  • Cedar Rapids, United States AEGON NV Full time

    Job Description Summary Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms:...


  • Cedar Rapids, United States Aegon Asset Management Full time

    Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 investment professionals manage and advise on assets of US $321 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, and foundations. We organize our firm around four...


  • Cedar Rapids, United States Aegon Asset Management Full time

    Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 investment professionals manage and advise on assets of US $321 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four...


  • Cedar Rapids, United States AEGON NV Full time

    Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 investment professionals manage and advise on assets of US $321 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four...

  • Credit Analyst

    2 months ago


    Cedar Rapids, United States Skywalk Group Full time

    Are you ready to embark on the next stage of your career? Cedar Rapids Bank and Trust is excited to welcome a new member to their dynamic team! Cedar Rapids Bank and Trust is hiring a Credit Analyst in Cedar Rapids, IA. As a Credit Analyst, you will be responsible for assisting the Portfolio Managers and Loan Officers in the management of the Bank's...

  • SFG Credit Analyst

    2 months ago


    Cedar Rapids, United States Cedar Rapids Bank & Trust Full time

    Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. CRBT is looking for a Credit Analyst to join our Specialty Finance Team at our 1st Avenue location. This position is responsible for assisting with the credit...

  • CAT Modeling Analyst

    3 weeks ago


    Cedar Rapids, United States United Fire & Casualty Company Full time

    UFG is seeking for Catastrophe Modeling Analyst to join our growing primary & reinsurance team. This individual will be preparing catastrophe modeling data and analyzing the risks based on catastrophe models such as RMS. This is a great opportunity to support both our primary & reinsurance sectors of insurance/reinsurance risks arising from perils such as...

  • Credit Analyst I

    2 days ago


    Grand Rapids, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Credit Analyst I is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing...


  • Grand Rapids, Michigan, United States RDV CorporationRDV Staffing Full time

    About the RoleWe are seeking a highly skilled Business Analyst to join our team at RDV Corporation. As a Business Analyst, you will play a critical role in supporting our business intelligence activities, including cash flow forecasting, portfolio monitoring, and internal reporting.Key ResponsibilitiesProactively monitor cash activity against the cash flow...

  • Senior Risk Analyst

    16 hours ago


    Grand Rapids, Minnesota, United States Mitsubishi HC Capital America, Inc. Full time

    Job Title: Senior Risk AnalystJoin Mitsubishi HC Capital America, Inc. as a Senior Risk Analyst and take on a key position in our globally recognized and fast-growing financial services firm. As a Senior Risk Analyst, you will be responsible for executing the Risk Management/Strategy team initiatives, focusing on data analytics and driving business...

  • Senior Risk Analyst

    3 weeks ago


    Grand Rapids, Minnesota, United States Mitsubishi HC Capital America, Inc. Full time

    Job Title: Senior Risk AnalystJoin Mitsubishi HC Capital America, Inc. as a Senior Risk Analyst and take on a key position in our globally recognized and fast-growing financial services firm. As a Senior Risk Analyst, you will be responsible for executing the Risk Management/Strategy team initiatives, focusing on data analytics and risk evaluation. This is a...


  • cedar, United States Eggland's Best, LLC Full time

    About UsEggland’s Best has been a true success story in the food industry, from a start-up venture to the #1 position in the branded U.S. egg market. As a leader within Specialty Eggs, our portfolio is headlined by the superior taste and nutrition of Eggland’s Best shell eggs along with the iconic Land O Lakes and Farmhouse egg brands. At Eggland’s...


  • cedar, United States Eggland's Best, LLC Full time

    About UsEggland’s Best has been a true success story in the food industry, from a start-up venture to the #1 position in the branded U.S. egg market. As a leader within Specialty Eggs, our portfolio is headlined by the superior taste and nutrition of Eggland’s Best shell eggs along with the iconic Land O Lakes and Farmhouse egg brands. At Eggland’s...


  • Cedar Rapids, United States Aegon Asset Management Full time

    Job Description Summary Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms:...


  • Grand Rapids, Michigan, United States RDV CorporationRDV Staffing Full time

    About the RoleWe are seeking a highly skilled Business Analyst to join our team at RDV Corporation. As a Business Analyst, you will play a critical role in supporting our business intelligence activities, including cash flow forecasting, portfolio monitoring, and internal reporting.Key ResponsibilitiesProactively monitor cash activity against the cash flow...


  • Grand Rapids, Michigan, United States RDV CorporationRDV Staffing Full time

    {"title": "Business Intelligence Analyst", "description": "Job SummaryWe are seeking a highly skilled Business Intelligence Analyst to join our team at RDV Corporation. As a Business Intelligence Analyst, you will play a critical role in supporting our business intelligence activities, including cash flow forecasting, portfolio monitoring, and internal...